Profit Sharing · DOL Form 5500 · 2023
Golub Corporation Profit Sharing Plan
Data updated 2026-08-11
- $103M
- Total assets
- 6,678
- Participants
- 91st
- Percentile by assets
- $15,440
- Avg per participant
Official DOL plan name: Golub Corporation Profit Sharing Plan · Sponsored by Golub Corporation · New York · Retail Trade
$103M in assets, 6,678 participants
Golub Corporation's Golub Corporation Profit Sharing Plan reported $103M in total assets and 6,678 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 91st percentile by assets (of 127,072 plans)
- #8,010 in Retail Trade (8,414 peers)
Coverage in New York
Golub Corporation Profit Sharing Plan covers 6,678 participants in New York, 8.4x the typical New York plan (state average ~798 per filing). Assets: $103M.
- $103M
- total plan assets (2023 EOY)
- 6,678
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $15,440
- avg assets per participant
The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Golub Corporation Profit Sharing Plan reported net income fell from -$2M in the plan year 2022 filing to -$119M in the plan year 2023 filing.
- Golub Corporation Profit Sharing Plan end-of-year assets fell from $222M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Golub Corporation Profit Sharing Plan reported participants fell from 7,834 in the plan year 2022 filing to 6,678 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Golub Corporation Profit Sharing Plan reports 6,678 participants - 8.4x that state average ($103M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $222M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | -$119M |
| Employer EIN | 140724820 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Golub Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 29,974 | $602M |
| 2023 | 3 | 14,681 | $489M |
| 2024 | 3 | 11,690 | $480M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Golub Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Scale composition for Golub Corporation Profit Sharing Plan
Golub Corporation Profit Sharing Plan reports $103M in end-of-year assets across 6,678 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $15,440 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was -$119M.
This plan identity (EIN 140724820, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $222M to $99M (-55.7%) while covered participants moved from 7,834 to 5,144 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,834 | $222M | Open filing |
| 2023 | 6,678 | $103M | This page |
| 2024 · index core | 5,144 | $99M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Golub Corporation Employees Retirement Plan (Defined Benefit (Pension), $366M, 6,531 participants)
- Golub Corporation Profit Sharing Plan (Profit Sharing, $99M, 5,144 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Golub Corporation Profit Sharing Plan by total assets, not by location.
- Annuity Plan IBEW Local 96 (CT) $103M · 694
- Schiff Hardin LLP Professional Retirement Plan I (DC) $103M · 209
- Int Brotherhood of Electrical Workers Local 141 Profit Sharing Plan (WV) $104M · 225
- World Resources Institute Pension Plan (DC) $102M · 608
Frequently Asked Questions
How did Golub Corporation Profit Sharing Plan assets move in 2023? ▼
How have Golub Corporation plan assets changed over time? ▼
Where does Golub Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Golub Corporation Profit Sharing Plan? ▼
Next read for Golub Corporation Profit Sharing Plan
Filing takeaways
Ways to act on Golub Corporation Profit Sharing Plan's numbers.
- By total assets, Golub Corporation Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Golub Corporation's sponsor-wide assets have declined 20.2% since 2022 across 3 plan years on file. More Retail Trade plans